Advisory Research’s National Fuel Gas NFG Stock Holding History

Advisory Research’s Portfolio NFG Stock Details NFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-4,530	Closed	-$249K	–	405
2017 Q4	$249K	Hold	4,530	–	–	﹤0.01%	388
2017 Q3	$256K	Hold	4,530	–	–	﹤0.01%	407
2017 Q2	$253K	Hold	4,530	–	–	﹤0.01%	409
2017 Q1	$270K	Hold	4,530	–	–	﹤0.01%	384
2016 Q4	$257K	Hold	4,530	–	–	﹤0.01%	346
2016 Q3	$245K	Hold	4,530	–	–	﹤0.01%	243
2016 Q2	$258K	Sell	4,530 -1,420	-24%	-$76.6K	﹤0.01%	239
2016 Q1	$298K	Hold	5,950	–	–	0.01%	236
2015 Q4	$254K	Sell	5,950 -3,830	-39%	-$182K	﹤0.01%	262
2015 Q3	$489K	Sell	9,780 -2,160	-18%	-$117K	0.01%	253
2015 Q2	$703K	Hold	11,940	–	–	0.01%	262
2015 Q1	$720K	Sell	11,940 -4,150	-26%	-$267K	0.01%	273
2014 Q4	$1.12M	Hold	16,090	–	–	0.01%	244
2014 Q3	$1.13M	Hold	16,090	–	–	0.01%	241
2014 Q2	$1.26M	Sell	16,090 -2,060	-11%	-$152K	0.01%	239
2014 Q1	$1.27M	Buy	18,150 +700	+4%	+$51.2K	0.01%	216
2013 Q4	$1.25M	Hold	17,450	–	–	0.01%	227
2013 Q3	$1.2M	Hold	17,450	–	–	0.01%	231
2013 Q2	$1.01M	Buy	+17,450	New	+$1.06M	0.01%	242

Other funds holding NFG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisory Research's NFG Position: Q1 2018 in Review

Advisory Research sold out of National Fuel Gas (NFG) in Q1 2018, closing a stake of 4,530 shares — an estimated $249K sold.

Advisory Research first reported a position in NFG in Q2 2013 and held it in 19 quarters. The position peaked at $1.27M in Q1 2014. 363 funds tracked by Wall St. Rank hold NFG as of Q1 2018.

Advisory Research reported no remaining National Fuel Gas position as of Q1 2018 after selling out during the quarter.
Advisory Research sold 4,530 National Fuel Gas shares in Q1 2018, an estimated $249K.
Advisory Research first reported a position in National Fuel Gas in Q2 2013 and held it in 19 quarters.
Advisory Research's National Fuel Gas position peaked at $1.27M in Q1 2014.
363 funds tracked by Wall St. Rank held National Fuel Gas as of Q1 2018.

Based on Advisory Research's 13F filing for Q1 2018, filed 15 May 2018.